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About
Lisa Tam is a Senior Associate at Income Research + Management (IR+M) in Boston, MA, where she contributes to fixed income investment strategies for institutional and private clients. In this role, she is involved in supporting portfolio management and analytics teams, focusing on research and investment operations within the firm’s core asset class: US dollar-denominated fixed income securities.
Her investment focus aligns with IR+M’s specialty in fixed income markets, including sectors such as government, corporate, mortgage-backed securities, and asset-backed securities. Lisa draws on her strong background in financial analysis and operations, having progressed from Associate to Senior Associate at IR+M since 2022, and bringing prior operational experience from CVS Health.
Lisa holds a Bachelor of Science in Finance from UMass Boston and has demonstrated expertise in financial management and research processes. Her notable achievements include successfully transitioning from operations management in the healthcare sector to a specialized investment management role, exemplifying adaptability and a data-driven skill set in the evolving asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Income Research + Management | Senior Associate | Jan 2024 to Present | — |
| Income Research + Management | Associate | Oct 2022 to Dec 2023 | — |
| CVS Health | Operations Manager, RX | Jan 2013 to Present | • Supervise staff of 10 by assigning tasks and ensuring completion in the absence of managers • Communicate effectively with both the management team and staffs • Provide excellent customer service wh... |
| JPMorgan Chase & Co. | Client Service Analyst | Aug 2017 to Oct 2022 | — |
| State Street | Price Analyst - Associate 2 | Dec 2014 to Aug 2017 | • Verify stock market pricing daily through State Street Navigator software for Client Operations Department • Check for daily unusual activity for each client and report issues to Client Operations •... |
| Idiil Learning Center | Teacher Assistant | Sep 2008 to Mar 2013 | • Supervised a group of 15 elementary school students by ensuring they completed their homework and providing homework help in mathematics and English • Reviewed students’ work and managed classroom b... |
| Tufts Medical Center | Researcher | Jul 2012 to Aug 2012 | • Developed a summer long research paper on smokers’ life span through using online resources • Presented my final research project to a group of 50 using a PowerPoint presentation • Shadowed a medica... |
Education
UMass Boston
Bachelor of Science (B.S.), Finance, General
2012 — 2016
John D. O'Bryant School of Mathematic & Science
High School Diploma
2009 — 2012
Josiah Quincy Upper School
2008 — 2009
Skills & Expertise
Others at Income Research & Management (49)
| Name | Role | Location |
|---|---|---|
 | Client Portfolio Analyst | Boston, MA , United States |
 | Chief Executive Officer, Co-Chief Investment Officer | Boston, MA , United States |
 | Principal, Senior Portfolio Manager | Boston, MA , United States |
C Carrie Mermelstein | Senior Portfolio Manager | Boston, MA , United States |
C Claudia Segal | Associate | Boston, MA , United States |
 | Senior Portfolio Analyst | Boston, MA , United States |
E Eric Mueller | Senior Vice President - Senior Client Portfolio Manager | Boston, MA , United States |
H Harrison Ameen | Senior Research Analyst | Boston, MA , United States |
H Hope Dubuque | Client Portfolio Manager | Boston, MA , United States |
 | Portfolio Manager | Boston, MA , United States |